Group 1 - The article emphasizes that different stock markets do not move in unison, and understanding multiple markets can provide investors with more opportunities [2] - Global investment can significantly reduce volatility risk, and the article suggests a free course on investing in global stock markets through index funds [2][3] - The course includes notes and mind maps to help participants quickly grasp the concepts of global index investing [3] Group 2 - The article discusses the impact of interest rate changes on asset prices, likening interest rates to gravity for assets [5] - A decrease in interest rates is beneficial for asset prices, particularly for bonds, and indirectly supports the stock market by increasing liquidity and lowering capital costs [6] - Non-dollar assets benefit more during a dollar interest rate cut cycle, as the dollar tends to depreciate against other currencies, which was evident during the last bull market in Hong Kong stocks from 2020 to 2021 [7] - Following the first interest rate cut by the Federal Reserve in September 2024, A-shares and Hong Kong stocks experienced significant gains, marking the fastest rise in a decade [7][8] - While interest rate fluctuations can create short-term trading opportunities, their long-term impact on investment returns is less significant compared to the longer cycles of bull and bear markets [8]
每日钉一下(美元降息,对A股港股有利吗?)
银行螺丝钉·2025-08-25 13:50